Chesapeake Financial Advisors
Assets Under Management
$263.7M
Number of Clients
284
Number of Advisors
2
Average Client AUM
$928K
AUM per Advisor
$131.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Chesapeake Financial Advisors offers financial planning and investment management services. They work with clients to define financial objectives and develop strategies. The firm is fee-only and does not sell commissioned products. Investment advice is provided on a discretionary or non-discretionary basis. They primarily invest in stocks, bonds, mutual funds, and ETFs.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Fixed income portfolios 0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Location
401 Jefferson Avenue, Towson, MD, 21286
